Case Study

Company Overview

Leading provider of IT Services to commercial and government markets.  Specializes in design, delivery, implementation and monitoring of automated systems.  One of the intelligence community’s largest resellers of mission-critical equipment

Challenge

• Vendor data from spreadsheets had to be entered manually into system which was a time-consuming and error-prone process

• Data was fragmented across multiple systems

• Many manual processes across the board

• Cumbersome and manual approval processes

Solution

• Implement FinancialForce SCM and Advanced Quoting to consolidate and improve business processes across order management, inventory management and supplier management

Results

• Manual entry of data is eliminated

• Automated data cleansing/deduping reduces errors in inventory master and on customer quotes

• Automated serial number controls prevents duplicate entry of data at time of shipment

• Customer Managed Inventory transactions are now automatically allocated and approved

• Purchase orders, sales orders, quotes and opportunities are now linked to customer contracts for profitability

• Approval policies are enforced systemwide for opportunities, quotes, sales orders and purchase orders